财务数据和关键指标变化 - 2023年第四季度净销售额为9.45亿美元,同比增长5%,按固定汇率计算增长3% [1][2] - 2023年全年净销售额创历史新高,达到39亿美元,同比增长8%,按固定汇率计算也增长8% [3][4] - 2023年第四季度调整后EBITDA为1.45亿美元,同比增长4% [4] - 2023年全年调整后EBITDA为6.35亿美元,创历史新高,同比增长11% [4][5] - 2023年全年调整后自由现金流为4.22亿美元,创历史新高,自由现金流转换率达66% [5][8] 各条业务线数据和关键指标变化 - 2023年第四季度汽油产品销售额增长11%,占总销售额的45% [6] - 2023年全年汽油产品销售额增长17%,占总销售额的44% [6] - 2023年第四季度柴油产品销售额增长5%,占总销售额的25% [6] - 2023年全年柴油产品销售额增长3%,占总销售额的25% [6] - 2023年第四季度商用车销售额下降16%,占总销售额的16% [6] - 2023年全年商用车销售额下降1%,占总销售额的19% [6] 各个市场数据和关键指标变化 - 公司在涡轮增压器业务方面继续保持领先地位,2023年获得超过50%的新业务中标率 [4][7] - 公司在电动化技术方面取得进展,包括燃料电池压缩机、高速电机和电动制冷压缩机等,获得多个新的量产和预开发合同 [3][9] 公司战略和发展方向及行业竞争 - 公司预计2024年全球汽车行业产量将持平或略有下降,公司已采取生产效率和成本控制措施应对 [3][4] - 公司将继续大幅增加在零排放技术的研发投入,预计2024年将占总研发支出的60% [4][10] - 公司预计2024年燃料电池压缩机业务将贡献约2000万美元收入 [9] - 公司将通过新一轮3.5亿美元的股票回购计划,继续为股东创造价值 [4][10] 管理层对经营环境和未来前景的评论 - 公司管理层对2024年行业前景持谨慎乐观态度,预计行业产量将持平或略有下降 [3][4] - 公司管理层表示,尽管电动车渗透率预计将上升,但公司通过提高涡轮增压器渗透率和获取更多市场份额,仍能在这种环境下维持收入平稳 [7][9] - 公司管理层强调,公司将继续大幅投资于零排放技术,以满足客户日益增长的需求 [3][9] 问答环节重要的提问和回答 问题1 **Hamed Khorsand 提问** 公司如何应对行业环境的变化,是否正在获取市场份额?公司是否看到任何库存补充或去库存的情况? [7][8][10] **Olivier Rabiller 回答** 公司预计2024年全球汽车产量将持平或略有下降,但公司通过提高涡轮增压器渗透率和获取更多市场份额,预计能够维持收入平稳。公司没有看到明显的库存补充或去库存情况。 [7][9][10] 问题2 **Michael Ward 提问** 公司如何应对混合动力车型占比上升的趋势?公司在欧洲和北美市场的涡轮增压器渗透率有何差异? [13][14][15][16][17][18][19] **Olivier Rabiller 回答** 公司认为,混合动力车型对涡轮增压器的需求更高,不仅渗透率更高,而且所需的涡轮增压器技术也更加先进。公司在欧洲市场的涡轮增压器渗透率约为85%-90%,而北美市场则相对较低,仅约40%左右,因此北美市场仍有很大的增长潜力。 [15][16][17][18][19] 问题3 无

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________ FORM 10-K __________________________ (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_____to_____ Commission File Number 001-38636 __________________________ Garrett Motion Inc. (Exact name of re ...

Garrett Motion Inc. (NASDAQ:GTX) Q3 2023 Earnings Conference Call October 24, 2023 8:00 AM ET Company Participants Eric Burge - Head of Investor Relations Olivier Rabiller - President and Chief Executive Officer Sean Deason - Senior Vice President and Chief Financial Officer Conference Call Participants Hamed Khorsand - BWS Financial Operator Hello. My name is Drew and I'll be your operator this morning. I would like to welcome everyone to the Garrett Motion Third Quarter Financial Results Conference Call. ...

October 24, 2023 Q3 2023 FINANCIAL RESULTS Forward Looking Statements This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. All statements, other than statements of fact, that address activities, events or developments that we or our management intend, expect, project, believe or anticipate will or may occur in the future are forward-looking statements including without limitation our statements regarding inflationary pressures on ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 ________________________________________________ FORM 10-Q ________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File Number: 001-38636 _______ ...

Garrett Motion Inc. (NASDAQ:GTX) Q2 2023 Earnings Conference Call July 27, 2023 8:30 AM ET Company Participants Eric Birge - Head of IR Olivier Rabiller - President and CEO Sean Deason - SVP and CFO Conference Call Participants Hamed Khorsand - BWS Financial Operator Good day. My name is Sarah and I'll be your operator this morning. I would like to welcome everyone to the Garrett Motion Second Quarter Financial Results Conference Call. This call is being recorded and a replay will be available later today. ...

July 27, 2023 Q2 2023 FINANCIAL RESULTS High speed e-motors Power electronics 400-800V electronics 200,000 RPM motors at industry-leading power density Turbomachines Control software (C Leader in model-based High speed, controls high efficiency machines Forward Looking Statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. All statements, other than statements of fact, that address activities, events or developments that ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 ________________________________________________ FORM 10-Q ________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File Number: 001-38636 ____________ ...

Garrett Motion Inc. (NASDAQ:GTX) Q1 2023 Earnings Conference Call April 24, 2023 8:30 AM ET Company Participants Eric Birge - Head of Investor Relations Olivier Rabiller - President and Chief Executive Officer Sean Deason - Senior Vice President and Chief Financial Officer Conference Call Participants Vahid Khorsand - BWS Financial Operator Hello, my name is Jason, and I will be your operator this morning. I would like to welcome everyone to the Garrett Motion First Quarter Financial Results Conference Call ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 ________________________________________________ FORM 10-Q ________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File Number: 001-38636 ___________ ...